We are live on ! Find out more

290 hedge funds and large institutions have $3.39B invested in CBIZ in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

23% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 80

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% more funds holding

Funds holding: 282290 (+8)

7.81% less ownership

Funds ownership: 90.97%83.16% (-7.8%)

9% less capital invested

Capital invested by funds: $3.74B → $3.39B (-$344M)

Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
3.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
42
Increased
98
Reduced
80
Closed
33
Calls
$766K
Puts
Net Calls
+$766K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
276
Larson Financial Group
Missouri
$986 +$1.05K +13 New
NA
277
NewEdge Advisors
Louisiana
$910
BIA
278
Bell Investment Advisors
California
$835
FNWA
279
Financial Network Wealth Advisors
Utah
$759 +$804 +10 New
SIC
280
SJS Investment Consulting
Ohio
$683
BFS
281
Bare Financial Services
Pennsylvania
$607 +$643 +8 New
DPW
282
DiNuzzo Private Wealth
Pennsylvania
$456
GC
283
Garde Capital
Washington
$380 +$402 +5 New
AF
284
Allworth Financial
California
$333 -$322 -4 -44%
CIAM
285
Caitong International Asset Management
Hong Kong
$228 +$241 +3 New
PWM
286
Parkworth Wealth Management
California
$76
HIA
287
HFM Investment Advisors
New Jersey
$76 +$80 +1 New
BHWM
288
Bay Harbor Wealth Management
Maryland
$75 +$80 +1 New
EIM
289
Emmett Investment Management
New York
-$4.4M -53,782 Closed
Marshall Wace
290
Marshall Wace
United Kingdom
-$4.37M -53,375 Closed
Voloridge Investment Management
291
Voloridge Investment Management
Florida
-$3.45M -42,118 Closed
ETC
292
Exchange Traded Concepts
Oklahoma
-$3.28M -40,030 Closed
N
293
Numerai
California
-$1M -12,235 Closed
Man Group
294
Man Group
United Kingdom
-$968K -11,825 Closed
Squarepoint
295
Squarepoint
New York
-$859K -10,498 Closed
HSBC Holdings
296
HSBC Holdings
United Kingdom
-$485K -5,885 Closed
I
297
InceptionR
California
-$395K -4,830 Closed
BEW
298
Burton Enright Welch
California
-$390K -4,771 Closed
Tudor Investment Corp
299
Tudor Investment Corp
Connecticut
-$390K -4,766 Closed
CGIM
300
Cannon Global Investment Management
Florida
-$319K -3,900 Closed